WDB + Associates is an independent, full service firm that offers personalized, comprehensive wealth management and insurance plans for clients and their families based on their specific needs today and their visions for tomorrow. We take the time to understand your financial circumstances, and use our knowledge of current product offerings to provide strategic financial planning for individuals, families and business owners. We take pride in our longstanding relationships with our clients, the trust they place in us and the results we’ve helped them attain.
For over a decade, Warren Blatt has brought to his clients a knowledgeable and caring approach to financial and insurance planning. As a CLU, CFP and CHS designated insurance professional, Warren demonstrates keen insight into risk management, and communicates in a clear and timely manner with his clients.
Warren’s experiences as a business owner who has weathered career and life changes, and also as a husband and father, have honed his understanding of decision-making paradigms and client concerns, and earned him a place at the top of his profession. He possesses the ability to support his clients in maintaining insurance plans that are both flexible and realistic.
Warren is a member of CALU – Conference for Advanced Life Underwriting (CALU), a national professional membership association of established financial advisors (life insurance, wealth management and employee benefits), accounting, and tax, legal and actuarial professionals. For more than 20 years, CALU has engaged in political advocacy and government relations activities relating to advanced planning issues on behalf of its members and the members of its sister organization, Advocis. Through these efforts, CALU represents the interests of some 11,000 insurance and financial advisors and in turn the interests of millions of Canadians. This valued membership ensures that Warren remains at the forefront of the field and supplies leading edge advice, products and strategies to his clients.
Scott is a Financial Adviser with WDB + Associates.
Scott has been in the financial services industry for over 30 years. He began his career and actuarial science, then moved to product development, sales management and was President of national financial planning firm.
Now, Scott has chosen to use his background to help clients with their own financial planning. Scott listens to what’s important to his clients, then shares solutions and ideas to that will assist clients with their financial goals. Over the course of his career, Scott has seen the value of life, critical illness and disability insurance and the long-term benefits of saving regularly and not following investment fads.
Debbie is an Insurance Specialist with WDB + Associates. Debbie is also a wealth advisor and portfolio manager for an Investment Dealer in Toronto.
Debbie has been involved in the financial services industry for over 20 years. Her career has evolved with positions as a Financial Advisor at a major Canadian Trust company as well as an Associate Investment Advisor at a major Canadian bank owned brokerage firm.
Debbie’s extensive knowledge and experience in the financial planning process guides her client interactions and advice. She is focused on providing individuals, families and business owners sound financial planning advice specializing in life & health insurance needs analysis and implementation, risk management, retirement planning, will & estate planning and business succession planning.
Debbie lives in Toronto, is married and has 3 children and is involved in her community.
With over 25 years of industry experience, Michelle has established & thriving relationships with Insurance Advisors and Insurance Carriers. Michelle provides a high level of value added service evidenced through her dedication and determination in advocating her client’s best interest to the insurance companies.
Michelle works in partnership with internal and external partners to ensure that all aspects of the underwriting and new business process is managed effectively and professionally. She brings a high level of enthusiasm and energy and deep routed customer service skills to WDB + Associates.
Michelle is actively involved with the Toronto Humane Society, World Wildlife Federation and Amnesty International. Her greatest passion is serving as the President of the Canadian chapter of Guitars Not Guns, a registered charity for Toronto’s youth living in at-risk communities.